Invesco Core Plus Bond’s experienced team applies a structured and fundamentally driven approach that has delivered over the long haul. The strategy earns a Morningstar Analyst Rating of Bronze across most share classes, while its more-expensive share classes are rated Neutral.
Morningstar’s Fund Analysis CPBYX
Will CPBYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPBYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CPBYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CPBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.